+376.1%
ROIV vs RRC
+132.2%
+243.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.7% | -4.4% |
| 7D | +9.2% | +2.5% | +6.7% | +9.0% |
| 30D | +19.9% | +21.1% | -1.2% | +18.2% |
| 3M | +10.6% | +28.4% | -17.8% | +8.4% |
| 6M | +36.1% | +26.5% | +9.6% | +33.4% |
| YTD | +84.3% | +47.0% | +37.3% | +77.6% |
| 1Y | +87.6% | +35.2% | +52.4% | +82.1% |
| 3Y | +353.9% | +61.0% | +292.9% | +330.3% |
| 5Y | +376.1% | +133.6% | +242.5% | +345.3% |
| All | +376.1% | +132.2% | +243.9% | +345.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RRC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling